Description

Job Summary
The overall purpose of this position is to provide financial management for various Operating Units (OUs). The individual is
responsible for the development of the budgets and forecasts as well as analyzing financial results, highlighting operational
variances, identifying and resolving issues. The individual partners directly with OU leadership and staff to ensure proper
fiscal control of revenue and expenses. They will interface directly with executive staff and volunteers. Additionally, they
are responsible for driving ad-hoc projects and process improvements to support their client operations and financial
reporting.

This role reports to the Senior Director Business Finance. The incumbent is responsible for the major initiatives as a subject matter expert (SME) across supported OUs. They will work independently and in groups and are required to complete most tasks with minimal supervision. As the primary financial SME for their designated clients, this individual must provide strategic support, financial advice and continually educate staff and volunteers on all aspects of financial management. While doing so, the individual must also partner with key staff to stay apprised of activities related to supplier contracts, invoicing and expense reporting.

This position will conduct periodic reviews of existing processes and recommend, socialize, and implement changes as
necessary. They resolve problems, demonstrate strong leadership skills, lead meetings and facilitate effective staff and
volunteer interactions. This role will include other duties as assigned. Some travel will be required.

Key Responsibilities

• Manage finances for business units; This includes budget & forecasting, financial reporting, ad-hoc analysis, and all areas of revenue, expense and capital items and other projects.
• Reconciles and maintains budget and forecast supporting schedules including categorizing and tracking updates by major line of business
• Consolidates and analyzes total financial trends by line of business.
• Interfaces and partners with OUs, implement, and create budget and forecasts; Provides financial analysis and consultation to management, as needed.
• Acts as the key point of contact with the Controller's office for general ledger entries and accruals
• Streamline processes and ensures tools used to develop financials are efficient (Excel spreadsheets and Oracle) which involves working closely with IEEE
• Financial Planning & Analysis, Financial Systems team and IT staff, with the ultimate goal of automating processes to reduce manual work
• Manages products and cost centers including coding structure, understanding key accounts and cost center ownership; Works to streamline use of chart
• of accounts to increase efficiency; Understands the flow of accounting information to ensure accurate recording of financials, free from inconsistencies and errors.
• Support OU Treasurers and major OU Boards with financial support and analysis as needed.
• May represent Business Finance in Ad Hoc committees as requested and/or needed.
• Work on Ad Hoc projects as needed.

Travel Information

• 15% Domestic and International

Requirements

Education

• Bachelor's degree or equivalent experience Finance, Accounting, Economics, Business Administration, related field Req

Work Experience

• 7-10 years 7+ years of financial work experience Req

Other Requirements:
As defined in IEEE Policies, individuals currently serving on an IEEE board or committee are not eligible to apply.

PLEASE NOTE: This position is not budgeted for employer-sponsored immigration support, this includes all persons in F (both CPT and OPT), J, H, L, or O status.

For information on work demands and conditions required for this position, please consult the reference document, ADA Requirements. This position is classified under Category I - Office Positions.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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Disclaimer: This job description is proprietary to IEEE. It outlines the general nature and key features performed by various positions that share the same job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties and qualifications required of all employees assigned to the job. Nothing in this job description restricts management's right to assign or re-assign duties to this job at any time due to reasonable accommodations or other business reasons.